Strategic Advisory: 747-244-6728 | Tax & Insurance: 714-369-7357
OUR PRACTICE
Three service lines. One unified engagement.
The work most CPAs only do once a year — done all year. Multi-year tax planning, audit defense, S-corp restructuring, and finding the credits and deductions your prior preparer missed. The difference between filing taxes and actually planning around them.
TAX STRATEGY
You shouldn't have to wait until tax season to know how your business is doing. We close the books monthly, build you a dashboard that shows what matters, and meet quarterly to talk through what to do next - the kind of advisor your business should already have.
Operational Advisory
Most business owners don't realize how much their original setup is costing them. We restructure entities, build accountable plans, sort out the W-9 and 1099 mess, fix worker classification before it becomes an audit risk, and make sure your books can stand up to scrutiny.
Business Systems
BEHIND THE FIRM
Two advisors. Twenty-one years in the work.
We grew up around the businesses we now serve — salons, restaurants, and family-run shops. We watched too many owners get average advice and pay for it later. Most of them looked like our own families. We built the firm we wished had existed for them. Both of us are fluent in Vietnamese and English, and both of us work directly with every client — no junior associates to hand you off to.
Thuvy Ngotran
Principal Advisor · CTEC · AFTR · MSTP
Thuvy works on the decisions that shape a business over time — entity structures, S-corp planning, audit defense, and tax strategies that take years to play out. The conversations she has with clients aren't quick ones. They're about decisions that change the course of a business: businesses that are growing, restructuring, or finally ready to plan beyond the next return.
Thu-Uyen Ngo
Tax & Insurance Advisor · CTEC · AFTR · Licensed Insurance
Thu-Uyen handles tax preparation and insurance and stays in close contact with clients throughout the year — answering questions and reviewing situations as they arise. After two decades of working with small business owners, she usually knows what to ask before you finish explaining, and she catches the things that don't show up in the numbers.
Let's Talk
5680 STATE HWY 6 #174
MISSOURI CITY, TX 77459
Strategic Advisory: 747-244-6728
Tax & Insurance: 714-369-7357